Report
Chaima Ferrandon ...
  • Sven Edelfelt

Vicat : Une bonne année 2023 et maintenant quid de 2024 ?

>EBITDA 4% au-dessus et DN < aux attentes - EBITDA 2023 à 740 M€, 4% au-dessus du consensus de 710 M€ et de ODDO BHF à 716 M€. Dans le cas de VICAT, cette performance s’explique, selon la société, par la montée en puissance de Ragland, l’impact des hausses de prix et l’amélioration des performances industrielles de l’activité ciment (combustibles alternatifs). Pour notre part nous pensons que les hausses de prix et la baisse des combustibles en fin d’année sont les p...
Underlying
Vicat-Ciments Vicat SA

Vicat specializes in the production and marketing of cement, ready-mixed concrete and aggregates. Co. is also engaged in other activities which are: transport brokering (transporting materials and merchandise to large work sites) and contract work, production of prefabricated concrete products, fabrication of building products and paper. Co.'s business is divided into four segments: Cement, Ready-Mixed Concrete, Aggregates and Other Products and Services. Co.'s activities are conducted in eleven countries across Europe, North America Asia, Africa and the Middle East such as: France, U.S.A., Italy, Switzerland, Turkey, Egypt, Senegal, Mali, Mauritania, Kazakhstan and India.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Chaima Ferrandon

Sven Edelfelt

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